Trust Fund Accounting Essentials for DRE Escrow Divisions
Schedule
Sat Mar 14 2026 at 08:30 am to 12:00 pm
UTC-07:00Location
Anaheim Marriott Suites | Garden Grove, CA
About this Event
Master the fundamentals of trust fund management for DRE-licensed escrow operations in this focused, practical course designed to help brokers and escrow professionals stay compliant and audit-ready.
You’ll learn how to properly set up, manage, and reconcile trust accounts while avoiding the common pitfalls that lead to violations all explained in clear, real-world terms.
What You’ll Learn
- How to set up a trust account and designate signatories correctly
- Common mistakes to avoid during account establishment
- Fidelity bond coverage and insurance considerations
- Maintaining required records and documentation
- Best practices for deposits and compliant disbursements
- Performing reconciliations and maintaining internal controls
- Developing audit-ready procedures for DRE inspections
- Real-world examples of trust fund handling violations and how to prevent them
Gain the confidence and know-how to manage your trust accounts with precision, transparency, and full DRE compliance.
Where is it happening?
Anaheim Marriott Suites, 12015 Harbor Boulevard, Garden Grove, United StatesEvent Location & Nearby Stays:
USD 160.83




